Institutional Ownership Ishares Tr Msci Usa Esg Select (SUSA)
This table provides information about the institutional ownership of Ishares Tr Msci Usa Esg Select (SUSA). We have compiled data on the 527 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,316
shares
|
$420,933
0.08% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,303
shares
|
$419,282
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,301
shares
|
$419,028
0.0% of portfolio
|
Q4 2022
Added 0.03%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
3,291
shares
|
$417,759
0.28% of portfolio
|
Q1 2025
Added 34.6%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,283
shares
|
$416,744
0.03% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
3,279
shares
|
$416,236
0.33% of portfolio
|
Q4 2024
Reduced 7.74%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,263
shares
|
$414,205
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
3,188
shares
|
$404,684
0.04% of portfolio
|
Q1 2025
Added 11.43%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
3,170
shares
|
$402,399
0.13% of portfolio
|
Q1 2025
Reduced 32.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,142
shares
|
$398,845
0.0% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
3,128
shares
|
$397,068
0.04% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,052
shares
|
$387,420
0.06% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
3,038
shares
|
$385,643
0.01% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
3,012
shares
|
$382,343
0.06% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,011
shares
|
$382,216
0.0% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Villere St Denis J & CO LLC
|
Apr 24, 2025 Q1 2025 |
3,000
shares
|
$380,820
0.04% of portfolio
|
Q1 2025
Reduced 44.56%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
2,998
shares
|
$380,566
0.02% of portfolio
|
Q4 2023
Reduced 3.48%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
2,941
shares
|
$373,330
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
2,933
shares
|
$372,315
0.0% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
2,915
shares
|
$370,030
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
2,908
shares
|
$369,141
0.07% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
2,884
shares
|
$366,094
0.03% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
2,883
shares
|
$365,968
0.02% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
2,870
shares
|
$364,317
0.02% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
2,859
shares
|
$362,921
0.02% of portfolio
|
Q1 2025
New holding
|